Gauteng: Portfolio Manager posted by HandPicked Recruitment

About the Role

We are seeking an experienced Portfolio Manager to join our team at HandPicked Recruitment. The successful candidate will be responsible for managing a portfolio of sectional title schemes, HOAs, or commercial properties, and providing professional guidance to trustees on governance, financial, and operational matters.

Key Responsibilities

• Manage a portfolio of sectional title schemes, HOAs, or commercial properties
• Act as the primary liaison between trustees, owners, and service providers
• Provide professional guidance to trustees on governance, financial, and operational matters
• Build and maintain strong client relationships, ensuring service excellence

• Attend and manage a minimum of six (6) statutory meetings per client per financial year
• Facilitate meetings including budget meetings, AGMs, and trustee meetings
• Prepare and distribute full meeting packs (agendas, financial reports, supporting documents)
• Chair or guide meetings in a professional and compliant manner
• Record accurate meeting minutes and ensure distribution within required timeframes
• Ensure implementation and tracking of all resolutions

• Review budgets, financial statements, and levy collections
• Assist trustees with budget preparation and approvals
• Monitor arrears and cash flow management
• Ensure correct allocation of income and expenses
• Liaise with accountants and auditors

• Ensure compliance with applicable legislation, including:
• Sectional Titles Schemes Management Act (STSMA)
• CSOS requirements
• Property Practitioners Act
• Ensure agendas and minutes are circulated via the property management system
• Upload meeting minutes within prescribed legal timeframes
• Maintain and prepare audit files for each scheme
• Ensure all statutory submissions, insurance, and governance documentation are up to date
• Maintain accurate and compliant records for all schemes

• Manage and maintain property management systems (e.g. WeConnectU, MRI, PropData)
• Ensure accurate capturing and updating of owner, trustee, supplier, and financial information
• Oversee billing, debit orders, and statement distribution
• Ensure alignment between management systems and banking platforms (e.g. Netcash)
• Generate reports for trustees and internal stakeholders
• Identify and resolve system discrepancies

• Oversee maintenance and repair matters
• Obtain and evaluate quotations
• Appoint and manage contractors in line with procedures
• Conduct site inspections where required
• Ensure properties meet safety and operational compliance standards

• Assist with dispute resolution within schemes
• Liaise with attorneys on collections and legal matters
• Ensure enforcement of scheme rules
• Identify and mitigate operational and legal risks

• Maintain clear and professional communication with all stakeholders
• Issue notices, updates, and correspondence
• Provide regular portfolio performance reports
• Ensure transparency and accountability at all times

Requirements

• NQF Level 4 Real Estate qualification (completed or in progress)
• Valid Fidelity Fund Certificate (FFC)
• Proven experience in sectional title and/or HOA portfolio management
• Strong knowledge of South African property legislation (STSMA, CSOS, Property Practitioners Act)
• Experience working with property management systems (e.g. WeConnectU, MRI, PropData)
• Proficient in Microsoft Office (Excel, Word, Outlook)
• Valid driver’s license and own reliable transport

Qualifications

• Relevant qualification in Property Management, Finance, or Business (advantageous)

Salary & Benefits

• Competitive salary will be discussed during the interview process.

Key Skills & Competencies

• Strong financial acumen and budgeting skills
• Excellent administrative and system management abilities
• Strong communication and interpersonal skills
• High level of attention to detail and organisational skills
• Ability to manage multiple schemes and deadlines effectively
• Problem-solving and conflict resolution skills
• Professionalism and client-focused approach